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PCG

Private Capital Group Portfolio holdings

AUM $133M
1-Year Est. Return 11.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-11.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$464M
AUM Growth
-$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,560
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$2.52M
3
+$2.45M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.02M
5
PBCT
People's United Financial Inc
PBCT
+$1.84M

Top Sells

1
+$2.83M
2
+$2.04M
3
+$671K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$344K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$339K

Sector Composition

1 Financials 5.59%
2 Technology 5.13%
3 Healthcare 3.8%
4 Industrials 3.26%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-89
1952
– –
-60
1953
$0 ﹤0.01%
+47
1954
– –
-15
1955
– –
-18
1956
– –
-35
1957
– –
-7
1958
– –
-91
1959
– –
-588
1960
$0 ﹤0.01%
14
-808
1961
– –
-26
1962
– –
-112
1963
– –
-20
1964
$0 ﹤0.01%
116
-108
1965
– –
-12
1966
$0 ﹤0.01%
+19
1967
– –
-41
1968
– –
-20
1969
– –
-140
1970
– –
-123
1971
– –
-5
1972
– –
-44
1973
– –
-40
1974
$0 ﹤0.01%
+59
1975
$0 ﹤0.01%
+14
77 78
79
80 81